+400.7%
TXN vs HDB
+32.9%
+367.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -0.7% |
| 7D | +2.0% | -6.2% | +8.2% | +4.0% |
| 30D | -8.0% | -6.2% | -1.7% | -6.2% |
| 3M | -7.8% | -5.9% | -1.9% | -6.6% |
| 6M | +32.4% | -25.9% | +58.3% | +44.3% |
| YTD | +51.7% | -40.2% | +91.9% | +77.1% |
| 1Y | +44.3% | -38.0% | +82.3% | +66.0% |
| 3Y | +71.3% | -30.5% | +101.8% | +85.5% |
| 5Y | +56.4% | -38.1% | +94.5% | +73.1% |
| All | +400.7% | +32.9% | +367.7% | +331.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded HDB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling